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iShares 0-1 Year Treasury Bond ETF

713 hedge funds and large institutions have $9.54B invested in iShares 0-1 Year Treasury Bond ETF in 2025 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 289 increasing their positions, 263 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 263

9% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 67

1% less capital invested

Capital invested by funds: $9.66B → $9.54B (-$113M)

1% less funds holding

Funds holding: 721713 (-8)

1.36% less ownership

Funds ownership: 47.97%46.61% (-1.4%)

21% less funds holding in top 10

Funds holding in top 10: 8567 (-18)

Holders
713
Holders Change
-8
Holders Change %
-1.11%
% of All Funds
9.39%
Holding in Top 10
67
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-21.18%
% of All Funds
0.88%
New
73
Increased
289
Reduced
263
Closed
67
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MSFS
151
Main Street Financial Solutions
Pennsylvania
$7.77M -$563K -5,103 -7%
SC
152
Scotia Capital
Ontario, Canada
$7.63M +$2.53M +22,921 +50%
WA
153
Wealth Alliance
New York
$7.56M -$1.36M -12,347 -15%
OFA
154
Oak Family Advisors
Illinois
$7.52M +$4.79M +43,437 +176%
AFC
155
Adaptive Financial Consulting
Ohio
$7.22M +$297K +2,694 +4%
KPWS
156
Kestra Private Wealth Services
Texas
$7.03M +$6.59M +59,803 +1,562%
CWA
157
Capital Wealth Alliance
Arizona
$6.98M +$266K +2,417 +4%
EC
158
Estate Counselors
Wisconsin
$6.9M -$31.5M -285,650 -82%
Citadel Advisors
159
Citadel Advisors
Florida
$6.77M +$6.76M +61,270 New
PCIG
160
Partners Capital Investment Group
Massachusetts
$6.73M -$6.58M -59,694 -49%
MA
161
Mutual Advisors
Nebraska
$6.57M +$223K +2,018 +4%
DC
162
Davenport & Co
Virginia
$6.46M +$98.6K +894 +2%
VPA
163
Vernal Point Advisors
California
$6.44M +$6.01M +54,485 +1,409%
TAM
164
Tucker Asset Management
Colorado
$6.39M -$195K -1,765 -3%
TPCW
165
TD Private Client Wealth
New York
$6.35M -$586K -5,314 -8%
Jones Financial Companies
166
Jones Financial Companies
Missouri
$6.24M +$1.29M +11,686 +26%
PA
167
Parallel Advisors
California
$6.11M -$300K -2,723 -5%
IPW
168
IronBridge Private Wealth
Texas
$6.06M +$1.47M +13,367 +32%
IFWM
169
Institute for Wealth Management
Colorado
$6.04M +$1.27M +11,524 +27%
ALC
170
Alexander Labrunerie & Co
Missouri
$6M -$244K -2,216 -4%
RAG
171
RIA Advisory Group
Iowa
$5.85M -$949K -8,603 -14%
CWM
172
Calamos Wealth Management
Illinois
$5.82M -$102K -929 -2%
AIS
173
American Investment Services
Massachusetts
$5.82M -$2.07M -18,819 -26%
1WM
174
1858 Wealth Management
Ohio
$5.81M +$5.8M +52,638 New
UBV
175
United Bank (Virginia)
Virginia
$5.8M +$22.8K +207 +0.4%

SHV Hedge Fund Activity: Q2 2025 in Review

713 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares 0-1 Year Treasury Bond ETF (SHV) for Q2 2025, worth a combined $9.54B — down 1.2% from $9.66B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new SHV positions and 67 closed out — a net gain of 6 holders — while 289 added to existing stakes and 263 trimmed.

The largest buyer was Mariner, adding an estimated $86.4M. The largest seller was Fidelity Investments, cutting an estimated $162M.

  • 713 institutional investors held iShares 0-1 Year Treasury Bond ETF (SHV) as of Q2 2025, down from 721 in Q1 2025.
  • Funds reported $9.54B of iShares 0-1 Year Treasury Bond ETF stock for Q2 2025, down 1.2% quarter-over-quarter.
  • 73 funds opened new iShares 0-1 Year Treasury Bond ETF positions in Q2 2025 and 67 closed out, a net change of +6 holders.
  • The largest iShares 0-1 Year Treasury Bond ETF buyer in Q2 2025 was Mariner, an estimated $86.4M added.
  • The largest iShares 0-1 Year Treasury Bond ETF seller in Q2 2025 was Fidelity Investments, an estimated $162M sold.

Based on aggregated 13F filings for Q2 2025.